Morgan Stanley analyst Adam Jonas recently issued an investment report saying that the current electric car industry is like a game, Tesla will win the game, putting Think of the EV race as a marathon, Tesla has run 21 miles (the marathon is about 26 miles), others have just run 2 miles, and are even tying their shoelaces.
According to Jonas, Tesla’s recently disclosed record deliveries prove that as the electric vehicle industry develops, its advantages will grow. He expects Tesla to deliver 2 million vehicles in 2022 and raised his price target to $1,300. Tesla delivered 936,000 vehicles in 2021 and plans to increase deliveries by 50% this year.
The latest data released by Tesla shows that in 2021, Tesla’s Shanghai Gigafactory will deliver 484,130 electric vehicles, a year-on-year increase of 235%, accounting for 51.7% of global deliveries. In addition, Tesla’s Shanghai Gigafactory contributed more than 160,000 vehicles to overseas markets last year, meeting the needs of more than 10 markets in Europe and Asia. Tesla delivered a new high, reaching a new high of 70,847 vehicles.